St. Louis Financial Planners Q2 2026: Major Shifts Observed in ETF Holdings
St. Louis Financial Planners Asset Management LLC significantly increased its position in the BSCQ ETF while exiting several holdings, reflecting strategic adjustments across various sectors.
As of June 30th, 2026, St. Louis Financial Planners Asset Management LLC has made notable changes to its portfolio composition during the second quarter.
Prominent Purchases Observed
The investor's most significant action was a substantial increase in holdings of BSCQ (Invesco Exchange Traded Core Plus Global Equity Index Fund), which experienced an impressive 283.51% growth in shares during the quarter, adding approximately 1.98 million additional shares.
Additionally, St. Louis Financial Planners showed strong buying interest in several other stocks:
- LRCX: The investor purchased Lam Research Corp., acquiring 12,368 shares at a value of $4.35 million (View Details). This represents a brand-new position for the firm.
- INTC: Intel Corp. saw an increase of 16,645 shares (Intel Corp.) valued at $4.11 million by St. Louis Financial Planners.
- GE: GE Aerospace was added with 10,682 shares (GE Aerospace) valued at $4.03 million by the investor.
- ABT: Abbott Laboratories experienced a significant increase of 29,000 shares (Abbott Laboratories) valued at $4.9 million by St. Louis Financial Planners.
Notable Sales and Reductions
The investor also recorded substantial reductions in certain holdings:
- BIL: Shares of SPDR Series Trust (SPDR Series Trust) decreased by 381,667 shares (-67.99%), leaving the ETF with an allocation representing just 8.76% of its portfolio.
- TFLO: The investment in iShares TR (ISHARES TR) was reduced by nearly 30,000 shares (-82.93%), though it remains a part of the portfolio.
- JNJ: Johnson & Johnson (Johnson & Johnson) saw its position reduced by 14,058 shares (-50.97%) during the quarter.
- PLTR: Palantir Technologies Inc. (Palantir Technologies Inc.) experienced a reduction of 2,431 shares (-47.18%) by the investor.
Portfolio Sector Allocation Changes
The changes observed reflect adjustments within specific sectors:
- Technology: The Technology sector allocation saw both additions (LRCX, INTC) and a reduction in Palantir Technologies Inc. (Palantir Technologies Inc.). Micron Technology Inc. (Micron Technology Inc.) also experienced a reduction, though it remains part of the portfolio.
- Healthcare: Healthcare allocations increased notably with Abbott Laboratories (Abbott Laboratories). However, Johnson & Johnson (Johnson & Johnson) was sold.
- Financial Services: The Financial Services sector allocation decreased due to the sale of several holdings including Johnson & Johnson (Johnson & Johnson). Despite this, Wells Fargo & Co. (WELLS FARGO & CO) saw an increase.
St. Louis Financial Planners Asset Management LLC's portfolio currently stands at $187,544,654 as of June 30th, 2026 (View Full Profile). The firm has demonstrated active management this quarter with significant buying and selling activities.